Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SRET (Global X SuperDividend® REIT ETF) 5.05% 14.51% 9.17% 1.98% 1.00% NA NA
Data as of 06/18/2026, Common starting date is 03/18/2015
More Performance Analytics Comparison
Name Start Date End Date
SRET (Global X SuperDividend® REIT ETF) 03/18/2015 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -1.38 14.51 9.17 1.98 1.00 NA NA 5.05 18.11 -1.55 9.85 -18.24 14.01 -36.58 22.70 -5.54 17.78 23.15 -12.33
Sharpe Ratio NA 1.13 0.44 -0.07 -0.02 NA NA 0.97 1.08 -0.37 0.34 -0.92 1.04 -0.56 2.29 -0.55 2.22 1.33 -1.16
Standard Deviation(%) NA 11.54 15.02 16.54 25.04 NA NA 13.21 14.12 14.01 18.49 21.39 13.41 66.13 9.26 12.63 7.76 17.20 13.24
Draw Down(%) NA 9.50 18.87 30.09 66.95 NA NA 9.50 12.49 12.52 22.32 27.13 10.35 66.95 4.31 14.03 3.90 11.43 17.34
Yield(%) 0.00 8.47 7.92 14.03 8.31 5.90 4.42 3.46 8.71 7.89 7.29 7.31 6.91 5.18 8.85 7.46 8.82 9.28 6.31
Data as of 06/18/2026, Common starting date is 03/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRET (Global X SuperDividend® REIT ETF) -17.71%
Mar 2017 – Mar 2020
-9.01%
Oct 2018 – Oct 2023
0.04%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRET (Global X SuperDividend® REIT ETF) 17.96%
Jan 2016 – Jan 2019
9.65%
Mar 2020 – Mar 2025
3.40%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return